Cold Calling for FIA

Dec 18, 2018

  1. Whammer1249
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    Whammer1249 New Member

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    Hi all,

    Any advice on how to cold-call for FIA money? Any key points or things to say on the phone in order to obtain an appointment with the prospect?

    Thanks
     
  2. DHK
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    DHK "YOU CAN'T HANDLE THE TRUTH!"

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    FIAs are solutions to financial problems... and an opportunity to avoid the losses and reap the gains of the market (not including dividends). It takes an opportunity to engage in questions and a dialogue to establish rapport and determine their interest.

    Van Mueller is a master at stuff like this. You'll find a few questions that he's put together that you should find very helpful.
     
    DHK, Dec 18, 2018
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  3. KRobby
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    KRobby Guru

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    Look up stok on the wealth management forum. His old posts he'd describe how he'd call business owners and pitch product (FIAs) to get their attention and set appointments. On the appointment he'd uncover all their needs.
     
    KRobby, Dec 20, 2018
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